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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,607 | $84,236-89.8% | $170,435-95.0% | $70,126-87.7% |
| Participation rate | 65.0% | 70.8%-5.8pp | 83.6%-18.6pp | 69.5%-4.5pp |
| Annual return | 13.93% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $981 | $3,086-68.2% | $4,939-80.1% | $3,332-70.6% |
| Admin fee / account holder | $1,304 | $5,698-77.1% | $13,881-90.6% | $4,645-71.9% |